Global Retirement Partners, LLC
PensionPosition in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1749744
San Rafael, CA
Position in AGGY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$601,589
-$7,710 QoQ
Shares Held
13,836
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#56
of 101 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,589 | 13,836 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $609,299 | 13,832 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $611,855 | 13,821 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $602,835 | 13,817 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $436,668 | 10,174 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $467,532 | 10,457 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $449,103 | 10,454 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $456,090 | 10,509 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $447,463 | 10,165 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $418,586 | 10,084 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $312,876 | 7,261 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $322,956 | 7,392 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $322,476 | 7,561 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $299,973 | 7,105 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $306,934 | 6,865 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $328,490 | 6,865 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||